QuickBooks Reports for Clients
What to Send Monthly

Essential Monthly Reports

1. Income Statement (P&L)

The foundation. Show current month, prior month, and prior year columns. Include percentage columns for quick analysis.

2. Balance Sheet

Snapshot of financial position. Compare to prior period to show changes in assets, liabilities, and equity.

3. Cash Flow Statement

Where cash came from and where it went. Critical for cash-focused business owners.

4. AR Aging

Who owes money and how old the receivables are. Include collection recommendations for overdue accounts.

5. AP Aging

What's owed to vendors. Helps with cash planning and vendor relationship management.

Adding Value Beyond Raw Reports

Raw QuickBooks exports aren't valuable to clients. They need interpretation:

• Trends — How do this month's numbers compare to historical patterns?
• Ratios — What do the relationships between numbers tell us?
• Context — What does this mean for the business?
• Action Items — What should the client do based on these numbers?

Professional Presentation

Don't email raw Excel exports. Package reports professionally with your branding, executive summary, and clear formatting. This justifies your fees and demonstrates expertise.

Tools like BizDoc transform QuickBooks data into professional CFO-style reports automatically — with trends, ratios, insights, and your branding included.